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INDIVIDUALS & FAMILIES
The financial lives of high-net-worth individuals and families are complicated. We understand the unique challenges you face and offer proactive tax and wealth management solutions to grow, protect, and preserve your wealth across generations.
Your financial life has many moving parts – competing goals, short-term needs that undermine long-term objectives, and the constant uncertainty of shifting markets and ever-changing tax regulations. At Beaird Harris, our integrated approach to tax and wealth management has one and only one principal objective: to bring order to all the financial turbulence around you, allowing you to feel more confident and focus on the things in life that matter most.
While our roots are firmly established in the detail and discipline of a CPA firm, we recognize that tax management is inextricably linked and woven into the fabric of your financial planning and wealth management picture. Although our tax and wealth management practices are separate and autonomous entities – each with their own clients – all of our clients benefit from the knowledge-sharing that comes with such close association and collaborative expertise.
INDIVIDUALS & FAMILIES
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.
We’re keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak.
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.
A rewarding investment experience is built upon an understanding of how markets work and how your actions, and reactions, can affect your outcomes. A strong foundation gives you the confidence to stick with your plan throughout the ups and downs, so you can live better and feel better—not just years from now, but today.
We’ll lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage. While we don’t sell insurance, we will help you understand your current level of risk exposure and offer objective advice to help protect the vulnerable areas of your financial life.
We understand the importance of proactive estate planning for the security of your family’s future. We offer personalized reviews, collaborate with your legal and tax advisors, and prioritize your interests as fiduciary advisors, to help ensure your wishes are honored and your legacy protected for generations to come.
We’re keenly attuned to the intricacies and opportunities that come with increasing income and complexity. You can rely on our insight, analysis and expertise when it comes to tax mitigation strategies and structures to preserve your assets – all delivered without the typical accountant-speak.
The success on your journey towards retirement depends on efficiently integrating your investment management, financial planning, risk management and estate planning decisions. It’s the integration of these critical components that form the foundation of our Beaird Harris WealthGuideSM planning process.
No matter where you are in life – just starting out, in your peak earning years, approaching retirement, addressing your legacy or preparing for a major life change – our planning process is designed to help prioritize your short- and long-term goals while aligning personalized strategies to help you achieve financial peace of mind.
A rewarding investment experience is built upon an understanding of how markets work and how your actions, and reactions, can affect your outcomes. A strong foundation gives you the confidence to stick with your plan throughout the ups and downs, so you can live better and feel better—not just years from now, but today.
We’ll lead you through a review of each line of coverage you own and point out any potential gaps or deficiencies in coverage. While we don’t sell insurance, we will help you understand your current level of risk exposure and offer objective advice to help protect the vulnerable areas of your financial life.
We understand the importance of proactive estate planning for the security of your family’s future. We offer personalized reviews, collaborate with your legal and tax advisors, and prioritize your interests as fiduciary advisors, to help ensure your wishes are honored and your legacy protected for generations to come.
Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.
Schedule a complimentary call today. We’ll help you get started and learn more about Beaird Harris.
